Wealth Management Associates’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $433K | Sell |
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|
2022
Q3 | $523K | Buy |
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|
2022
Q2 | $411K | Buy |
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|
2022
Q1 | $406K | Sell |
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|
2021
Q4 | $498K | Sell |
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|
2021
Q3 | $434K | Sell |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q4 | $298K | Buy |
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|
2020
Q3 | $251K | Buy |
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|
2020
Q2 | $237K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $301K | Buy |
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|
2019
Q1 | $284K | Hold |
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|
2018
Q4 | $256K | Buy |
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